Using fixed income to stay 'ahead of the curve'

Relative-Return/Podcast/Videos/

23 September 2024
| By Robyn Tongol |
image
image image
expand image

In our new ‘Ahead of the Curve’ series, in partnership with fund manager MFS Investment Management, Money Management will explore all things fixed income.

The dedicated series of expert insights and compelling discussion will help advisers understand how they can best utilise fixed income within their clients’ portfolios to meet their needs and help them achieve their financial goals.

We’ll explore the opportunities and strategies that make fixed income a vital component of portfolio construction, whether that’s global or Australian bonds, as well as the role of long duration strategies.

Our first recording sees MFS’ head of distribution for Australia and New Zealand, James Langlands, interview Evidentia senior asset consultant Ron Mehmet to discuss fund selection for advisers.

Drawing on his years of experience at the research house, Mehmet will help advisers understand what to look for, what to focus on in their due diligence, red flags to avoid in a fixed income fund and provide listeners with a practical checklist for their fund selection process.

Providing you with practical takeaways for your business, we hope this webinar will keep you and your clients ‘ahead of the curve’. 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 4 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Powered by MOMENTUM MEDIA
moneymanagement logo